Job Summary Job Description What is the opportunity? We have a fantastic opportunity available for a Paraplanner to join our Nottingham office on a permanent basis. In this position you will provide support for a group of our Financial Advisers and Planners, facilitating a smooth process of new & existing business. What will you do? Provide appropriate support for Financial Advisers / Financial Planners. Facilitate the smooth processing of new and existing business. Assist with monitoring the performance and work throughout, of any administration support thereby ensuring standards are maintained and deadlines are met. Adheres to Conduct Risk standards. Understand core Financial Planning solutions and build knowledge through exposure to client planning scenarios. Analyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clients. Production of robust financial plans and analytical information in support of Financial Planners and Financial Advisers under supervision of more senior team members. Provide guidance to more junior team members and support senior team members as required to contribute to the completion of tasks in a timely manner and to a high standard. Support colleagues with client interaction and by developing an awareness of client management and advice processes. Supports delivery of client service under the guidance of Financial Advisers / Financial Planners. What do you need to succeed? Must-have Attained CII Level 4 Diploma in Regulated Financial Planning or equivalent. Clear and concise communication skills – oral and written. Ability to meet deadlines/work within restricted timescales. Ability to work on own initiative to achieve required results. Nice-to-have Working towards CII Level 6 Diploma in Regulated Financial Planning or equivalent What is in it for you? We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. Leaders who support your development through coaching and managing opportunities. Opportunities to work with the best in the field. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Flexible working options fully supported. Agency Notice RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additio nal details. Job Skills Business Development, Client Centricity, Communication, Long Term Planning Additional Job Details Address: STATION STREET:NOTTINGHAM City: Nottingham Country: United Kingdom Work hours/week: 35 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2024-12-06 Application Deadline: 2024-12-20 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .